Kinetics Small Cap Opportunities Adv A (KSOAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Performance overview
Morningstar return ratingN/A1
Year-to-date return11.55%
5-year average return15.17%
Number of years up15
Number of years down6
Best 1-yr total return (23 May 2024)59.02%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return59.02%
Worst 3-yr total return0.14%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnKSOAXCategory
YTD5.62%12.40%
1-month-2.98%3.37%
3-month9.32%4.88%
1-year12.35%55.69%
3-year3.31%19.34%
5-year13.55%20.72%
10-year11.37%13.98%
Last bull market5.65%27.85%
Last bear market-6.41%-24.06%
Annual total return (%) history
YearKSOAXCategory
2024N/AN/A
2023-14.91%N/A
202231.64%N/A
202149.94%N/A
20202.04%38.62%
201926.72%27.68%
20180.00%-5.76%
201725.94%21.50%
201624.06%11.20%
2015-12.47%-2.41%
2014-7.54%2.44%
201359.02%40.91%
201226.44%13.15%
2011-13.85%-3.55%
201013.56%26.98%
200957.80%35.46%
2008-58.00%-41.55%
200719.36%7.59%
200628.03%10.81%
200512.83%6.02%
200416.10%12.41%
200366.08%45.54%
2002-30.35%-27.88%
Past quarterly returns (%)
YearQ1Q2Q3Q4
20248.86%N/AN/AN/A
2023-14.60%-9.95%14.06%-3.00%
20228.47%-6.41%7.81%20.27%
202160.38%0.92%-13.71%7.36%
2020-34.43%21.94%-7.85%38.49%
201919.25%2.47%-5.22%9.41%
20185.84%11.23%5.83%-19.74%
2017-1.34%5.38%13.45%6.77%
20161.73%4.44%7.79%8.33%
20155.11%-0.31%-16.14%-0.37%
20140.36%3.29%-3.85%-7.23%
201317.52%9.07%10.74%12.03%
201215.93%-3.30%7.01%5.40%
20110.91%-1.64%-18.41%6.38%
20103.85%-10.93%14.38%7.34%
2009-6.23%41.80%12.08%5.88%
2008-21.25%-4.09%-20.59%-29.97%
20077.00%7.76%6.75%-3.03%
200614.70%-3.92%3.00%12.80%
2005-3.22%6.60%10.93%-1.40%
2004-0.97%3.98%-0.76%13.62%
20037.88%16.64%14.42%15.36%
20020.62%-6.37%-21.60%-5.70%
Rank in category (by total return)
YTD13
1-month1
3-month2
1-year46
3-year5
5-year5
Load adjusted returns
1-year5.89%
3-year1.29%
5-year12.21%
10-year10.72%
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